The ability to apply conditional formatting rules from within a report would be huge. Having to modify the Source sheet for a specific report doesn't seem to be very efficient.
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Hi @Julie Becker
I hope you're well and safe!
My comment is that I'm excited it's on the roadmap.
Also, to clarify, I'm a Smartsheet Expert Consultant & Partner and not a Smartsheet employee.
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
...Or a branding/style sheet with pointers to formatting... E.g. Red cell/white text is an error, yellow = warning, green = good, grey=done. Like the metrics flow through on the formatting but from a centralized sheet. Could be used for style formatting, page setups, errors, etc.
I've used automation to record a date in a column called "updated" just to force it to refresh. I set the automation to run every morning at 1AM. I have Data Shuttles that update in multiple directions at midnight and that guarantees that everything is in place before the final refresh. We were having trouble with a dashboard that required several sheets to set it up and make it pretty. The sheets would refresh multiple hours apart, causing mixed data and a bunch of other gobbledygook. The automation worked well.
I still want conditional formatting and alternate row shading on reports.
This is such an excellent idea, and it's nice seeing that it's on the roadmap. One of my most used features in Smartsheet is Reports - and being able to highlight information specifically from the report itself would be a game changer!
Great to have this ability in a report — as it could help with communicating out to different stakeholders with different interests.
Very happy this is on the Roadmap - one of the pivotal uses of reports for us is to distinguish specific criteria from a source sheet for respective audiences, this will go one further in helping us communicate effectively to those different audiences.
This post is over 3 years old! And still nothing in the EAP pipeline refers to anything like this kind of improvement in reports. Even if the reports could access the conditional formatting of the respective sheets as users enter data, would be useful in identifying data entry errors while still working in the report.
We have clients starting to complain about the ‘quirks’ of Smartsheet and the continued lack of progress on matching the seemingly basic functionality available in many other products.
This idea seems to have been listed as on the roadmap for quite some time now - I'm also really interested to see this implemented.
I love that this is on the roadmap! While we're in active enhancement to Conditional Formatting, can we add the ability to conditional format to an entire sheet? (I.E. "If this symbol, or word, or whatever is anywhere on my sheet, apply this formatting) Because applying multi level conditional formatting to a 400 column max sheet is an incredibly daunting task. And leaves a massive margin of error.
I may be reading the suggestion too literally, but rather than just conditional formatting, I would like to see any and all cell, column and row formatting for reports rather than only the formatting from the source sheet(s). Some specific ideas:
Would also be highly useful for sheet summary!
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